具体来说，机构分析认为，模块产业的供需格局持续紧张，主要源于Nvidia GB300服务器出货以及 VR200服务器进展超预期，VR架构下单芯片光模块配比从GB架构下的1：2.5倍增至1：5.此外，谷歌 TPU需求持续上修，带动1.6T光模块需求攀升。 乐观预期情况下，2026年1.6T光模块的出货超过2,500万只，800G预期出货超过5,500万只。未来，随着 算力往大集群发展，通信的需求将出现指数级增长，带动光通信行业的在AI时代景气度的持续性超预 期，龙头厂商在当前阶段凭借技术创新，产业链保供，以及下一代技术预研，有望形成强者恒强的格 局。（以上资料来源：第一上海） 根据中证指数官网数据，云计算ETF（159890）跟踪中证云计算与大数据主题指数，前十大成份股覆盖 中际旭创、新易盛两大光模块龙头，中科曙光、浪潮信息等电子终端及组件龙头，以及科大讯飞、金山 办公等软件开发龙头等，从上游AI基建到下游AI应用均有布局，或为AI大时代一站式解决方案。 12月9日，CPO概念再度走强。中际旭创大涨7.24%，新易盛涨超5%，光模块双雄含量超30%的云计算 ETF（159890）盘中涨超2%，成份股奥飞数据、光 ...

Group 1 - The ChiNext Index opened lower but rebounded, with AI computing hardware concepts experiencing a resurgence, particularly in sectors like CPO and PCB, which saw significant gains [1] - The Chuangye 50 ETF (159682) showed strong performance, rising by 1.42% and aiming for a fourth consecutive increase, with notable gains from major stocks such as Shenghong Technology (over 9%) and Zhongji Xuchuang (over 6%) reaching a historical high [1] - Over the previous 10 trading days (from November 25 to December 8), the Chuangye 50 ETF (159682) had accumulated a rebound of over 10% [1] Group 2 - According to Zhongyin Securities, policy catalysts have initiated a "spring surge" market, with technology stocks, particularly AI computing hardware and optical modules, leading the market [2] - The upgrade of Google's large model and the expected increase in TPU production have further stimulated market expectations, indicating a potential shortage of optical communication chips and a price increase logic by 2026 [2] - The "spring surge" market is characterized by a focus on technology elasticity, with AI computing hardware taking the lead [2]

12月9日光模块板块持续强势，中际旭创、新易盛表现强势，股价涨超4%。 招银国际认为，光模块龙头厂商借助AI热潮实现业绩的强劲增长，展望2026年，我们预计在出货量增长、产品结构优化及 1.6T产品带来价格提升的共同推动下，行业龙头有望延续在今年的强势表现。 中信建投指出，近期AI产业链催化事件频发，包括谷歌新模型性能提升及TPU能力展示、DeepSeek V3.2发布、亚马逊 Trainium3推出以及摩尔线程上市市场热情高涨。同时，英伟达、阿里、AMD等公司否认AI泡沫，凸显AI良好前景。当前 世界正处于AI产业革命中，影响深远，需以长期视角观察，对AI带动的算力需求和应用持乐观态度。 创业板成长ETF（159967）今日表现强势，截至发稿上涨2.38%，跟踪的创成长指数，权重集中于通信（39.82%）、电力 设备（19.62%）、电子（11.94%），光模块含量较高。持有中际旭创权重超17%，新易盛占比超15%。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 300308.SZ | 中际旭创 | 5.12% | 17.30% | | 300 ...

每经AI快讯，A股12月8日共有3739只个股获融资资金买入，有445股买入金额超亿元。其中，新易盛、 胜宏科技、中际旭创融资买入金额排名前三，分别获买入38.3亿元、33.75亿元和33.16亿元。 （文章来源：每日经济新闻） 从融资净买入金额来看，有49只个股获融资净买入超亿元。其中，胜宏科技、天孚通信、香农芯创融资 净买入金额排名前三，分别获净买入12.54亿元、4.4亿元和4.05亿元。 ...

● 本报记者 吴玉华 12月8日，A股市场放量上涨，深证成指涨逾1%，创业板指涨逾2%。整个A股市场超3400只股票上涨， 光模块、光芯片、存储器、6G等板块爆发。市场成交额为2.05万亿元，结束此前连续16个交易日不足2 万亿元。 资金情绪回暖，上周A股融资余额增加超70亿元，12月8日沪深两市主力资金净流入超7亿元。分析人士 认为，当前市场或仍处于超跌修复演绎中，赚钱效应回暖后交投情绪有望进一步回升，跨年行情有望徐 徐展开。 市场成交额超2万亿元 12月8日，在部分权重股的带动下，A股市场放量走强，创业板指一度涨逾3%。截至收盘，上证指数、 深证成指、创业板指、科创50指数、北证50指数分别上涨0.54%、1.39%、2.60%、1.86%、1.27%。 资金情绪回暖 从资金面来看，资金情绪回暖，上周A股融资余额增加超70亿元，12月8日沪深两市主力资金净流入超7 亿元。 从融资资金来看，数据显示，截至12月5日，A股两融余额报24816.76亿元，融资余额报24641.11亿元， 上周A股市场融资余额增加76.11亿元。 从行业情况来看，上周申万一级31个行业中有16个行业融资余额增加，机械设备、有色金 ...

Market Overview - A-share market experienced a significant increase on December 8, with the Shenzhen Component Index rising over 1% and the ChiNext Index increasing over 2% [1][2] - The total market turnover reached 2.05 trillion yuan, ending a streak of 16 consecutive trading days with turnover below 2 trillion yuan [1][2] - Over 3,400 stocks in the A-share market rose, indicating a broad-based rally [1][2] Sector Performance - Key sectors that surged included optical modules, optical chips, memory, and 6G technology, while sectors like coal, phosphorus chemicals, and liquor saw adjustments [2][3] - The communication sector led the gains, with stocks such as Tianfu Communication and Guangku Technology seeing significant price increases, with Tianfu Communication rising over 19% [3][5] Fund Flow and Investor Sentiment - There was a notable increase in financing balance, with over 7 billion yuan net inflow into the main funds on December 8, and a total increase of over 70 billion yuan in financing balance over the previous week [3][4] - The overall sentiment among investors appears to be improving, with expectations for a potential spring rally starting as early as mid-December [6] Industry Insights - Among the 31 industries, 16 saw an increase in financing balance, with machinery, non-ferrous metals, and electronics leading in net buying amounts [4] - The electronic, communication, and non-ferrous metal sectors attracted the most net inflows, while defense, pharmaceuticals, and food and beverage sectors experienced net outflows [5] Future Outlook - Analysts suggest that the current market may still be in a phase of recovery from previous declines, with the potential for a cross-year rally to develop [6] - Factors such as anticipated interest rate cuts by the Federal Reserve and improved domestic fundamentals are expected to support market conditions [6]

两融数据显示，该股最新融资余额为179.13亿元，近5日增加2.93亿元，增幅为1.67%。（数据宝） 12月8日新易盛大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | | | | 3.20 | 1294.46 | 404.52 | 0.00 | 机构专用 | 机构专用 | | 3.10 | 936.23 | 302.01 | -25.34 | 中信建投证券股份有限 | 中信建投证券股份有限 | | | | | | 公司甘肃分公司 | 公司甘肃分公司 | | 1.90 | 768.59 | 404.52 | 0.00 | 机构专用 | 机构专用 | | 1.70 | 687.68 | 404.52 | 0.00 | 机构专用 | 机构专用 | | 1.23 | 497.56 | 404.52 | 0.00 | 机构专用 | 机构专用 | | 1.20 | 485.42 | 404.52 | 0.00 | 机构专用 | ...

作者 | 哥吉拉 数据支持| 勾股大数据（www.gogudata.com） A股三大指数集体收涨，上证指数涨0.54%，深证成指涨1.39%，创业板指大涨2.6%，北证50涨1.27%。全市场成交额2.05万亿 元，较上日成交额放量3126亿元。 最近大模型又卷了起来，算力产业链再次呈现罕见加速度：需求重估、路径改写，已经不再是简单的量变，而是从算力结构、 训练方式、光模块技术代际与交换架构的全面升级。 这在光通信板块内掀起了一轮新的爆发式反弹，天孚通信、中际旭创创出历史新高。 为什么光通信重新回到了AI焦点上？ 01 AI竞争加速 行业板块多数收涨，通信设备、能源金属、半导体、电子元件、玻璃玻纤、电池、光伏设备、互联网服务板块涨幅居前，煤炭 行业、采掘行业跌幅居前。 通信设备中，光通信板块全线爆发，其中，天孚通信20cm涨停，新易盛、中际旭创涨超6%。热门ETF方面，通信设备 ETF(159583)今日涨5.65%，位居全市场第一，净值创历史新高；年内涨幅106.11%，位居全市场前列。 值得一提的是，今天截至午盘，光模块"三剑客"新易盛、中际旭创、天孚通信成交额一度排名全市场前三，均超百亿元。 行业三大 ...

Core Viewpoint - The article highlights the resurgence of the optical communication sector driven by the accelerating demand for AI computing power, leading to significant stock price increases for key companies in the industry [2][3][4]. Group 1: Market Performance - The A-share market saw all three major indices rise, with the Shanghai Composite Index up 0.54%, the Shenzhen Component Index up 1.39%, and the ChiNext Index up 2.6%. The total market turnover reached 2.05 trillion yuan, an increase of 312.6 billion yuan from the previous day [2]. - The optical communication sector experienced a notable rebound, with companies like Tianfu Communication and Zhongji Xuchuang reaching historical highs [3]. Group 2: AI Competition and Sector Dynamics - The acceleration of AI competition has led to a broad increase in various sectors, particularly in communication equipment, energy metals, semiconductors, and electronic components, while coal and mining sectors saw declines [7]. - Within communication equipment, the optical communication sector saw a comprehensive surge, with Tianfu Communication hitting a daily limit increase of 20%, and Zhongji Xuchuang and Xinyi Sheng rising over 6% [8]. Group 3: Investment Trends and ETF Performance - The Communication Equipment ETF (159583) rose by 5.65%, reaching a historical net value high, with a year-to-date increase of 106.11%, making it one of the top performers in the market [8][11]. - The optical module "three musketeers" (Xinyi Sheng, Zhongji Xuchuang, Tianfu Communication) ranked among the top three in market turnover, each exceeding 10 billion yuan [10]. Group 4: Demand and Supply Dynamics - The demand for optical modules is expected to rise significantly, with North American tech companies projected to spend over $470 billion on capital expenditures by 2026, primarily for computing power [15]. - The anticipated demand for 1.6T optical modules has been revised upward to over 30 million units for next year, a substantial increase from the previous estimate of 20 million units [18]. Group 5: Future Outlook - The optical module industry is expected to maintain high growth rates through 2027, driven by sustained demand and supply constraints, with key suppliers gaining more leverage in the market [24]. - The article emphasizes the potential for investment in optical communication companies, particularly as the North American computing market has not yet reached its ceiling [25].

Core Viewpoint - The local stocks in Fujian have experienced a surge, with over 20 stocks hitting the daily limit up, indicating strong market activity and investor interest in the region [3][12]. Group 1: Market Performance - The Fujian sector's trading volume reached 1739.2 billion, with more than 20 stocks hitting the daily limit up [3]. - The CPO (Co-Packaged Optics) sector led the gains, with major players like Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication each exceeding 160 billion in trading volume [3]. - Tianfu Communication hit a historical high with a closing increase of 19.19%, bringing its market capitalization to 184.17 billion [3][8]. Group 2: Sector Highlights - The technology sector remains active, particularly in the computing power industry chain, with significant gains in CPO, F5G, optical fiber, and storage chip sectors [5]. - Companies like Dongtian Micro and Zhishang Technology achieved a daily limit up, while Tianfu Communication and Changguang Huaxin saw substantial price increases [5]. - The component sector also showed strong performance, with companies like Taijing Technology and Jingwang Electronics hitting the daily limit up [9]. Group 3: Policy and Development - The Xiamen Municipal Committee has proposed a plan to advance the digital transformation of the city, emphasizing the development of AI and digital infrastructure [12]. - The plan includes enhancing the supply of computing power, algorithms, and data to support the city's digital economy [12]. - There is a focus on regional collaborative development, strengthening transportation networks, and integrating into national markets [14].